Vishal Mega Mart, Tech Mahindra among stocks that HDFC Mutual Fund bought and sold in June

HDFC Mutual Fund, the third largest fund house based on assets managed, increased its exposure in 412 stocks which includes Vishal Mega Mart, State Bank of India, and 410 stocks whereas it reduced its exposure in 170 stocks which includes Tech Mahindra, Infosys and other stocks.

The other stocks where exposure was increased in June includes Hindalco Industries, ICICI Bank, Bank of Baroda, Ambuja Cements, Kaynes Technology India, Maruti Suzuki India, Dabur India, Hindustan Zinc, Mazagon Dock Shipbuilders, and Asian Paints.

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Apart from Tech Mahindra and Infosys, the other stocks where the fund house reduced its exposure includes Coal India, ITC, Bajaj Finance, HCL Technologies, Axis Bank, RIL, IndusInd Bank, TCS, Eicher Motors, Swiggy, Wockhardt, HPCL, and Tata Motors.

The fund house added three new stocks in its portfolio which were Capital Infra Trust, Ellenbarrie Industrial Gases, and Ventive Hospitality. Around 75 lakh shares of Capital Infra Trust and 7.25 lakh shares of Ellenbarrie Industrial Gases were added to the portfolio in June. Also, the fund house added 359 shares of Ventive Hospitality.

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The fund house made complete exit from 12 stocks which includes Swaraj Engines, Ujjiva Small Finance Bank, Tamilnad Mercantile Bank, Rajesh Exports, Mahindra Lifespace Developers, Sunteck Realty, FDC, Easy Trip Planners, Laxmi Organic Industries, and Prism Johnson.There were around 12 unique stocks in the portfolio of HDFC Mutual Fund which included Bajaj Healthcare, BEML Land Assets, OCCL, Ramco Systems, TV Today Network, Oriental Carbon & Chemicals, Popular Vehicles & Services, and Sadbhav Infrastructure Project.The industry wise shareholding pattern of the fund was 33.27% in financial services, 16.67% in consumer discretionary, 9.14% in industrials, 8.84% in healthcare, 7.51% in information technology, 5.98% in commodities, and 5.48% in energy.

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It also had 3.74% in FMCG, 3.66% in telecommunication, 3.41% in services, and lastly 2.29% in utilities.

HDFC Mutual Fund had an AUM of Rs 8.71 lakh crore as on June 30, 2025 against an AUM of Rs 8.44 lakh crore in May witnessing a surge by Rs 27,295 crore.

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